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MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameMERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST
Plan identification number 001

MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MERIT BRASS COMPANY has sponsored the creation of one or more 401k plans.

Company Name:MERIT BRASS COMPANY
Employer identification number (EIN):340871314
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01MR. MARC SCHLESSINGER2022-09-12
0012020-01-01MR. MARC SCHLESSINGER2021-09-28
0012019-01-01
0012018-01-01
0012017-01-01MR. MARC SCHLESSINGER
0012016-01-01MR. MARC SCHLESSINGER
0012015-01-01MARC SCHLESSINGER
0012014-01-01MARC SCHLESSINGER
0012013-01-01MARC SCHLESSINGER
0012012-01-01MARC SCHLESSINGER
0012011-01-01MARC SCHLESSINGER
0012010-01-01MARC SCHLESSINGER
0012009-01-01RONALD S. GROSS

Plan Statistics for MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01268
Total number of active participants reported on line 7a of the Form 55002022-01-01215
Number of retired or separated participants receiving benefits2022-01-0116
Number of other retired or separated participants entitled to future benefits2022-01-0136
Total of all active and inactive participants2022-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01267
Number of participants with account balances2022-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0126
2021: MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01281
Total number of active participants reported on line 7a of the Form 55002021-01-01207
Number of retired or separated participants receiving benefits2021-01-0123
Number of other retired or separated participants entitled to future benefits2021-01-0143
Total of all active and inactive participants2021-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01273
Number of participants with account balances2021-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01275
Total number of active participants reported on line 7a of the Form 55002020-01-01198
Number of retired or separated participants receiving benefits2020-01-0141
Number of other retired or separated participants entitled to future benefits2020-01-0142
Total of all active and inactive participants2020-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01281
Number of participants with account balances2020-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0130
2019: MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01267
Total number of active participants reported on line 7a of the Form 55002019-01-01232
Number of retired or separated participants receiving benefits2019-01-0114
Number of other retired or separated participants entitled to future benefits2019-01-0129
Total of all active and inactive participants2019-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01275
Number of participants with account balances2019-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0129
2018: MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01266
Total number of active participants reported on line 7a of the Form 55002018-01-01232
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01267
Number of participants with account balances2018-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01243
Total number of active participants reported on line 7a of the Form 55002017-01-01213
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0154
Total of all active and inactive participants2017-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01267
Number of participants with account balances2017-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01193
Total number of active participants reported on line 7a of the Form 55002016-01-01209
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01243
Number of participants with account balances2016-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01218
Total number of active participants reported on line 7a of the Form 55002015-01-01211
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0131
Total of all active and inactive participants2015-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01242
Number of participants with account balances2015-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0121
2014: MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01195
Total number of active participants reported on line 7a of the Form 55002014-01-01180
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01193
Number of participants with account balances2014-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01199
Total number of active participants reported on line 7a of the Form 55002013-01-01180
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01190
Number of participants with account balances2013-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01203
Total number of active participants reported on line 7a of the Form 55002012-01-01176
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01183
Number of participants with account balances2012-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01174
Total number of active participants reported on line 7a of the Form 55002011-01-01186
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01192
Number of participants with account balances2011-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01175
Total number of active participants reported on line 7a of the Form 55002010-01-01163
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-018
Total of all active and inactive participants2010-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01171
Number of participants with account balances2010-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01215
Total number of active participants reported on line 7a of the Form 55002009-01-01169
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-01175
Total participants2009-01-01175
Number of participants with account balances2009-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,874,944
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,584,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,553,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,114,919
Value of total assets at end of year2022-12-31$17,021,226
Value of total assets at beginning of year2022-12-31$20,481,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$31,523
Total interest from all sources2022-12-31$11,128
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$865,727
Participant contributions at end of year2022-12-31$222,993
Participant contributions at beginning of year2022-12-31$219,100
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$90,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,459,834
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,021,226
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,481,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$14,115,527
Value of interest in pooled separate accounts at beginning of year2022-12-31$17,640,751
Interest on participant loans2022-12-31$11,128
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,667,337
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,401,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,000,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$158,220
Employer contributions (assets) at end of year2022-12-31$15,369
Employer contributions (assets) at beginning of year2022-12-31$219,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,553,367
Contract administrator fees2022-12-31$31,523
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2022-12-31341818258
2021 : MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,535,590
Total of all expenses incurred2021-12-31$2,284,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,230,090
Expenses. Certain deemed distributions of participant loans2021-12-31$29,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,163,665
Value of total assets at end of year2021-12-31$20,481,060
Value of total assets at beginning of year2021-12-31$19,229,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$24,929
Total interest from all sources2021-12-31$13,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$808,685
Participant contributions at end of year2021-12-31$219,100
Participant contributions at beginning of year2021-12-31$278,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,251,401
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,481,060
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,229,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$17,640,751
Value of interest in pooled separate accounts at beginning of year2021-12-31$15,832,938
Interest on participant loans2021-12-31$13,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,401,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,928,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,358,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$354,980
Employer contributions (assets) at end of year2021-12-31$219,253
Employer contributions (assets) at beginning of year2021-12-31$189,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,230,090
Contract administrator fees2021-12-31$24,929
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2021-12-31341818258
2020 : MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,582,701
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,973,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,943,599
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,246,973
Value of total assets at end of year2020-12-31$19,229,659
Value of total assets at beginning of year2020-12-31$18,620,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$30,380
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$15,592
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$682,398
Participant contributions at end of year2020-12-31$278,598
Participant contributions at beginning of year2020-12-31$381,637
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$271,852
Other income not declared elsewhere2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$608,722
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,229,659
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,620,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$15,832,938
Value of interest in pooled separate accounts at beginning of year2020-12-31$15,296,595
Interest on participant loans2020-12-31$15,592
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,928,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,766,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,320,136
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$292,723
Employer contributions (assets) at end of year2020-12-31$189,158
Employer contributions (assets) at beginning of year2020-12-31$176,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,943,599
Contract administrator fees2020-12-31$30,380
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2020-12-31341818258
2019 : MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,869,170
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$863,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$848,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$980,323
Value of total assets at end of year2019-12-31$18,620,937
Value of total assets at beginning of year2019-12-31$15,615,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,565
Total interest from all sources2019-12-31$17,436
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$671,683
Participant contributions at end of year2019-12-31$381,637
Participant contributions at beginning of year2019-12-31$258,507
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,569
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,005,314
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,620,937
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,615,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$15,296,595
Value of interest in pooled separate accounts at beginning of year2019-12-31$12,640,482
Interest on participant loans2019-12-31$17,436
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,766,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,558,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,871,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$304,071
Employer contributions (assets) at end of year2019-12-31$176,103
Employer contributions (assets) at beginning of year2019-12-31$158,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$848,291
Contract administrator fees2019-12-31$15,565
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2019-12-31341818258
2018 : MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$305,444
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,319,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,306,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$942,966
Value of total assets at end of year2018-12-31$15,615,623
Value of total assets at beginning of year2018-12-31$17,629,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,143
Total interest from all sources2018-12-31$10,467
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$666,849
Participant contributions at end of year2018-12-31$258,507
Participant contributions at beginning of year2018-12-31$183,143
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,297
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$8,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,014,005
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,615,623
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,629,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$12,640,482
Value of interest in pooled separate accounts at beginning of year2018-12-31$14,764,039
Interest on participant loans2018-12-31$10,467
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,558,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,502,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-647,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$270,820
Employer contributions (assets) at end of year2018-12-31$158,185
Employer contributions (assets) at beginning of year2018-12-31$171,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,306,306
Contract administrator fees2018-12-31$13,143
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2018-12-31341818258
2017 : MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,939,832
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$600,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$593,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$877,012
Value of total assets at end of year2017-12-31$17,629,628
Value of total assets at beginning of year2017-12-31$15,290,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,607
Total interest from all sources2017-12-31$9,265
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$605,664
Participant contributions at end of year2017-12-31$183,143
Participant contributions at beginning of year2017-12-31$255,997
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Administrative expenses (other) incurred2017-12-31$1,613
Total non interest bearing cash at end of year2017-12-31$8,685
Total non interest bearing cash at beginning of year2017-12-31$6,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,339,598
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,629,628
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,290,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$14,764,039
Value of interest in pooled separate accounts at beginning of year2017-12-31$12,393,538
Interest on participant loans2017-12-31$9,265
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,502,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,486,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,053,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$271,348
Employer contributions (assets) at end of year2017-12-31$171,165
Employer contributions (assets) at beginning of year2017-12-31$147,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$593,627
Contract administrator fees2017-12-31$4,994
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2017-12-31341818258
2016 : MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,028,992
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,043,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,036,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,267,934
Value of total assets at end of year2016-12-31$15,290,030
Value of total assets at beginning of year2016-12-31$14,304,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,045
Total interest from all sources2016-12-31$11,859
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$528,858
Participant contributions at end of year2016-12-31$255,997
Participant contributions at beginning of year2016-12-31$313,020
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$500,232
Other income not declared elsewhere2016-12-31$8,162
Total non interest bearing cash at end of year2016-12-31$6,759
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$985,162
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,290,030
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,304,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,270,388
Value of interest in pooled separate accounts at end of year2016-12-31$12,393,538
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$11,859
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$294,807
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,486,207
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,280,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$741,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$238,844
Employer contributions (assets) at end of year2016-12-31$147,529
Employer contributions (assets) at beginning of year2016-12-31$145,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,036,785
Contract administrator fees2016-12-31$7,045
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2016-12-31341818258
2015 : MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$680,893
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,043,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,043,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$799,219
Value of total assets at end of year2015-12-31$14,304,868
Value of total assets at beginning of year2015-12-31$14,667,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$13,675
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$508,561
Participant contributions at end of year2015-12-31$313,020
Participant contributions at beginning of year2015-12-31$324,356
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$53,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-362,584
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,304,868
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,667,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,270,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,511,073
Interest on participant loans2015-12-31$13,675
Value of interest in common/collective trusts at end of year2015-12-31$294,807
Value of interest in common/collective trusts at beginning of year2015-12-31$386,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,280,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,280,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-132,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$236,966
Employer contributions (assets) at end of year2015-12-31$145,697
Employer contributions (assets) at beginning of year2015-12-31$164,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,043,477
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2015-12-31341818258
2014 : MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,543,699
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$678,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$678,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$881,088
Value of total assets at end of year2014-12-31$14,667,452
Value of total assets at beginning of year2014-12-31$13,802,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$13,022
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$610,390
Participant contributions at end of year2014-12-31$324,356
Participant contributions at beginning of year2014-12-31$311,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$864,952
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,667,452
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,802,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,511,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,914,893
Interest on participant loans2014-12-31$13,022
Value of interest in common/collective trusts at end of year2014-12-31$386,474
Value of interest in common/collective trusts at beginning of year2014-12-31$399,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,280,993
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$990,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$649,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$270,698
Employer contributions (assets) at end of year2014-12-31$164,556
Employer contributions (assets) at beginning of year2014-12-31$186,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$678,747
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2014-12-31341818258
2013 : MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,357,662
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$841,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$841,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$802,042
Value of total assets at end of year2013-12-31$13,802,500
Value of total assets at beginning of year2013-12-31$12,286,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$11,038
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$519,117
Participant contributions at end of year2013-12-31$311,672
Participant contributions at beginning of year2013-12-31$240,376
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,515,689
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,802,500
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,286,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,914,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,712,141
Interest on participant loans2013-12-31$11,038
Value of interest in common/collective trusts at end of year2013-12-31$399,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$990,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,049,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,544,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$280,955
Employer contributions (assets) at end of year2013-12-31$186,070
Employer contributions (assets) at beginning of year2013-12-31$285,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$841,973
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2013-12-31341818258
2012 : MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,083,997
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$417,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$417,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$861,633
Value of total assets at end of year2012-12-31$12,286,811
Value of total assets at beginning of year2012-12-31$10,620,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$8,832
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$486,557
Participant contributions at end of year2012-12-31$240,376
Participant contributions at beginning of year2012-12-31$190,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,666,628
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,286,811
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,620,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,712,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,106,913
Interest on participant loans2012-12-31$8,832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,049,156
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,057,638
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,213,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$375,076
Employer contributions (assets) at end of year2012-12-31$285,138
Employer contributions (assets) at beginning of year2012-12-31$265,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$417,369
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2012-12-31341818258
2011 : MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$544,633
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$283,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$283,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$872,406
Value of total assets at end of year2011-12-31$10,620,183
Value of total assets at beginning of year2011-12-31$10,358,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$8,208
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$479,501
Participant contributions at end of year2011-12-31$190,108
Participant contributions at beginning of year2011-12-31$175,670
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$42,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$261,308
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,620,183
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,358,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,106,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,017,086
Income. Interest from loans (other than to participants)2011-12-31$8,208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,057,638
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$907,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-335,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$350,639
Employer contributions (assets) at end of year2011-12-31$265,524
Employer contributions (assets) at beginning of year2011-12-31$258,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$283,325
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2011-12-31341818258
2010 : MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,862,795
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$197,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$197,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$815,199
Value of total assets at end of year2010-12-31$10,358,875
Value of total assets at beginning of year2010-12-31$8,693,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$9,724
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$474,367
Participant contributions at end of year2010-12-31$175,670
Participant contributions at beginning of year2010-12-31$129,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,665,551
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,358,875
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,693,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,017,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,271,849
Income. Interest from loans (other than to participants)2010-12-31$9,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$907,817
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,069,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,037,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$340,832
Employer contributions (assets) at end of year2010-12-31$258,302
Employer contributions (assets) at beginning of year2010-12-31$222,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$197,244
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2010-12-31341818258

Form 5500 Responses for MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST

2022: MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number806895-000
Policy instance 1
Insurance contract or identification number806895-000
Number of Individuals Covered265
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $62,103
Total amount of fees paid to insurance companyUSD $1,757
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $62,103
Insurance broker organization code?3
Amount paid for insurance broker fees1617
Additional information about fees paid to insurance brokerTPA FEES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number806895-000
Policy instance 1
Insurance contract or identification number806895-000
Number of Individuals Covered269
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $68,137
Total amount of fees paid to insurance companyUSD $1,953
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $68,137
Insurance broker organization code?3
Amount paid for insurance broker fees1472
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number806895-000
Policy instance 1
Insurance contract or identification number806895-000
Number of Individuals Covered276
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $61,925
Total amount of fees paid to insurance companyUSD $1,770
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46,088
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number806895-000
Policy instance 1
Insurance contract or identification number806895-000
Number of Individuals Covered232
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $58,894
Total amount of fees paid to insurance companyUSD $1,691
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $58,894
Insurance broker organization code?3
Amount paid for insurance broker fees1691
Additional information about fees paid to insurance brokerTPA
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number806895-000
Policy instance 1
Insurance contract or identification number806895-000
Number of Individuals Covered267
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $58,095
Total amount of fees paid to insurance companyUSD $1,650
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $58,095
Insurance broker organization code?3
Amount paid for insurance broker fees1650
Additional information about fees paid to insurance brokerTPA
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number806895-000
Policy instance 1
Insurance contract or identification number806895-000
Number of Individuals Covered267
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $56,124
Total amount of fees paid to insurance companyUSD $1,436
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $56,124
Insurance broker organization code?3
Amount paid for insurance broker fees1436
Additional information about fees paid to insurance brokerTPA
Insurance broker nameBREWSTER & BREWSTER, INC.

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